Mission Wealth Management »

Schwab 5-10 Year Corporate B otr shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 9.5k 23.08

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple Put Option (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Tesla Motors (TSLA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mission Wealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

View all funds holding Schwab 5-10 Year Corporate B otr